Feature

Experts & Reviews Cycles

Assign experts to manage specific playbooks and set automated review cycles, ensuring your documentation stays current and accurate.

/

/

/

Assign Experts for Ownership

Expert Assignment for Playbooks

Easily assign experts to specific playbooks, giving them control over content updates and accuracy.

Clear Ownership

Visible expert assignments ensure the right person is always responsible for the content, improving accountability.

A digital interface displays a to-do list titled "Hi, Peggy." Items include Welcome to Acme, Prospecting Process, Salesforce CRM, and Sales Training Quiz. A "Sales Expert" badge is shown with an arrow pointing to it—essential parts of the onboarding process.
A pop-up window displaying expert and privacy settings with a highlighted field for selecting an expert named "Joan Harris" and setting a review interval to "Every year." Ideal for process documentation during employee training.

Automate Review Cycles

Set Custom Review Intervals

Define how often playbooks should be reviewed—monthly, quarterly, or at any interval you choose.

Automated Reminders

Experts receive automatic reminders when a review is due, ensuring timely updates.

Keep Content Fresh and Relevant

Track Review Status in Analytics

Monitor the review status of each playbook directly in the Analytics section, ensuring nothing slips through the cracks.

Continuous Improvement

Regular reviews help keep your content aligned with current best practices and organizational needs.

Expert reviews on Whale for the process scorecard

Other features

Contextual Suggestions

Custom Badges

QR Codes

AI Insights

Onboard, train and elevate your team
with Whale

Whale is AI-powered software for documenting processes and training.